AFP certification is the first stage of CFP certification. Applicants can only take the CFP examination and certification after obtaining AFP certification. AFP certification is issued by the international organization FPSB.
Training objectives of AFP financial planner:
Banks: junior financial managers, account managers, lobby managers, and bank employees who want to transfer from other positions to financial positions.
Insurance: insurance managers, wealth consultants and corporate executives.
Broker: account manager, senior account manager and elite account manager.
Others: related employees of independent wealth management companies and other institutions.
AFP test time for financial planners: There are several exams every month, and there are more than 50 exams throughout the year. Exams are usually on weekends. 9: 00 am-12: 00, afternoon 13:30- 16:30, 3 hours in the morning, 3 hours in the afternoon, ***6 hours.
Registration time for financial planner AFP exam: you need to register 1-2 months in advance.
Registration conditions for financial planner AFP exam: Before registering for the exam, you must first obtain the AFP Training Certificate, and you can't take the exam directly without training.
Number of AFP questions for financial planners: 90 questions in the morning and 90 questions in the afternoon, a total of 180 questions.
AFP test questions for financial planners: AFP test 180 questions are multiple-choice questions, which are divided into ordinary multiple-choice questions and compound multiple-choice questions. The ratio of concept problem to calculation problem is 1.5: 1, that is, the concept problem is about 1 10, and the calculation problem is about 70.
Financial planner AFP exam forms: closed book and computer exam.
Financial planner AFP test difficulty: 80% of the questions in each test 180 are of medium difficulty or below, regardless of the difficulty, each question 1, national unified test, grade test, and there is no fixed score line.
Distribution of AFP examination for financial planners: in the morning, there are five modules: financial basis, case (final 10), family wealth and investment environment, and in the afternoon, there are five modules: investment, insurance, taxation and welfare.
Distribution of AFP test questions for financial planners: 85 questions for financial foundation module, 25 questions for welfare module 10, 25 questions for insurance module, 45 questions for tax module 15 and investment module.